Using the Getting started checklist

When your organization is new to Engage, admins see a Getting started card on Home. It walks you through the five things that get Engage delivering value for your team, and shows your progress as 2 of 5 done, 3 of 5 done and so on.

Only admins see the checklist. It appears during your organization's first 90 days on Engage, then disappears on its own.

The five steps

Each open step has a short description and a button that takes you to the right place.

1. Invite your team. Add the people you want feedback flowing between. Button: Invite